Financial Services Coordinator
5 days ago
We are seeking an experienced Financial Client Executive to join our team at Artemis Recruitment Consultants Ltd. This role is integral to providing exceptional administrative support to clients and senior members of staff.
Key Responsibilities:- Coordinate team meetings, client meetings, and appointments
- Manage post for the Adviser team
- Administer new client pensions, investments, and risk contracts
- Liaise with product providers and partners
- Manage and finalize client documentation from start to finish
- Coordinate annual client reviews, including production of valuations
- Process investments, fund switches, and sales documentation within defined service level agreements
- Review and complete investment transactions, ensuring accuracy in line with original instructions
- Deal with client queries
- Ensure the back-office system is up to date
- Adhere to FCA regulations, internal policies, and procedures at all times
- Experience working in an office environment, preferably in financial services
- Fully conversant in Microsoft Office
- Proven Microsoft Excel skills
- Good communication skills, including digital communication
- Attentive and methodical approach
- Organized and able to prioritize effectively
- Strong customer focus
- Previous experience in financial services
- Certificate in Regulated Financial Services or equivalent professional financial services qualifications
- Experience using CURO
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Financial Services Coordinator
2 days ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Client Executive - WorthingArtemis Recruitment Consultants Ltd is seeking an experienced Financial Client Executive to join their team in Worthing. This role is integral to providing efficient administrative support to clients and senior members of staff.Key Responsibilities:Coordinating with Financial Advisers to administer financial planning...
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Financial Services Coordinator
2 days ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Client Executive - WorthingArtemis Recruitment Consultants Ltd is seeking an experienced Financial Client Executive to join their team in Worthing. This role is integral to providing efficient administrative support to clients and senior members of staff.Key Responsibilities:Coordinating with Financial Advisers to administer financial planning...
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Financial Services Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial Client ExecutiveCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeIndustry: Financial ServicesLocation: WorthingJob SummaryWe are seeking an experienced Financial Client Executive to join our team at Artemis Recruitment Consultants Ltd. As a Financial Client Executive, you will provide administrative support...
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Financial Services Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial Client ExecutiveCompany: Artemis Recruitment Consultants LtdJob Type: Full-timeIndustry: Financial ServicesLocation: WorthingJob SummaryWe are seeking an experienced Financial Client Executive to join our team at Artemis Recruitment Consultants Ltd. As a Financial Client Executive, you will provide administrative support...
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Financial Operations Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full timeJob Title: Financial Operations Coordinator Location: Remote Salary: £30,000 - £35,000 Employment Type: Full-time or Part-time About the Role: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Recruit UK. As a key member of our financial services team, you will play a crucial role in supporting our...
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Financial Operations Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full timeJob Title: Financial Operations Coordinator Location: Remote Salary: £30,000 - £35,000 Employment Type: Full-time or Part-time About the Role: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Recruit UK. As a key member of our financial services team, you will play a crucial role in supporting our...
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Financial Operations Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full timeJob Title: Financial Operations Coordinator Location: Remote Salary: £30,000 - £35,000 Employment Type: Full-time or Part-time About the Role: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Recruit UK. As a key member of our financial services team, you will play a crucial role in supporting our...
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Financial Operations Coordinator
2 weeks ago
Worthing, West Sussex, United Kingdom Recruit UK Full timeJob Title: Financial Operations Coordinator Location: Remote Salary: £30,000 - £35,000 Employment Type: Full-time or Part-time About the Role: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Recruit UK. As a key member of our financial services team, you will play a crucial role in supporting our...
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Financial Services Coordinator
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Financial Services Professional
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Night Operations Coordinator
1 month ago
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Assistant Financial Controller
2 weeks ago
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Assistant Financial Controller
2 weeks ago
Worthing, West Sussex, United Kingdom Pro Talent Full timeAbout the RoleWe are seeking a highly skilled Assistant Financial Controller to join our team at Pro Talent. As a key member of our finance function, you will play a crucial role in supporting the Financial Controller and Financial Director in achieving our business objectives.Key ResponsibilitiesAssist in the preparation of management accounts, including...
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Financial Director
2 weeks ago
Worthing, West Sussex, United Kingdom GRAFTON BANKS FINANCE LIMITED Full time**About Grafton Banks Finance Limited**Grafton Banks Finance Limited is a leading financial services company that provides expert financial guidance to businesses across the UK.We are currently seeking a highly skilled and experienced Financial Controller to join our team and lead our UK finance operations.**Key Responsibilities:**Lead the UK finance team...
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Financial Director
2 weeks ago
Worthing, West Sussex, United Kingdom GRAFTON BANKS FINANCE LIMITED Full time**About Grafton Banks Finance Limited**Grafton Banks Finance Limited is a leading financial services company that provides expert financial guidance to businesses across the UK.We are currently seeking a highly skilled and experienced Financial Controller to join our team and lead our UK finance operations.**Key Responsibilities:**Lead the UK finance team...
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Financial Services Coordinator
3 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeAstral Recruitment is seeking an experienced Administrator to join the team of a successful and established IFA firm. As an IFA Administrator, you will be supporting a successful IFA and working within a team of Sales support.This is a fantastic opportunity for an experienced Administrator to take their career to the next level. The client is happy to offer...
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Financial Director
3 hours ago
Worthing, West Sussex, United Kingdom Grafton Banks Limited Full timeFinancial Controller OpportunityGrafton Banks Finance is seeking a highly skilled Financial Controller to lead the UK finance team and drive the end-to-end completion of UK management accounts and statutory accounts.This newly created role will require a technically strong accountant with expertise in financial reporting, statutory accounts, month-end...
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Financial Director
2 hours ago
Worthing, West Sussex, United Kingdom Grafton Banks Limited Full timeFinancial Controller OpportunityGrafton Banks Finance is seeking a highly skilled Financial Controller to lead the UK finance team and drive the end-to-end completion of UK management accounts and statutory accounts.This newly created role will require a technically strong accountant with expertise in financial reporting, statutory accounts, month-end...
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Financial Services Administrator
20 hours ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to support a successful IFA and work within a team of Sales support professionals.This role involves providing administrative assistance to a senior IFA, ensuring the smooth operation of the team and contributing to the delivery of excellent client service.The ideal candidate will have...